Report

Funnel

<% @funnel[:funnel].each do |step| %> <% end %> <% lost = @funnel[:stages].find { |s| s[:stage] == "lost" } %> <% if lost %> <% end %>
Stage In questo stage Da qui in poi
<%= step[:label] %> <%= step[:current] %> <%= step[:reached] %>
<%= lost[:label] %> <%= lost[:count] %> —

In questo stage = foto attuale. Da qui in poi = stage attuale + successivi, esclusi i persi.

<% @funnel[:funnel].each do |step| %> <% if step[:conversion_label] %>
<%= step[:conversion_label] %> (<%= step[:rate] %>%)
<% end %> <% end %>

Lead source

<% @lead_sources.each do |row| %> <% end %>
Fonte Lead Opp. Clienti Conv.
<%= row[:label] %> <%= row[:leads] %> <%= row[:opportunities] %> <%= row[:customers] %> <%= row[:conversion_rate] %>%

Won / Lost per mese

<% @won_lost.each do |row| %> <% end %>
Mese Won Lost
<%= l(row[:month], format: "%B %Y") %> <%= row[:won] %> <%= row[:lost] %>

Lost reasons

    <% @lost_reasons.each do |row| %>
  • <%= row[:label] %><%= row[:count] %>
    • <% end %> <% if @lost_reasons.blank? %>
  • Nessun dato
    • <% end %>

Sales owner

<% @sales_owners.each do |row| %> <% end %>
Utente Aperte Valore aperte Vinte Valore vinte
<%= row[:user].full_name %> <%= row[:open_count] %> <%= format_money(row[:open_value]) %> <%= row[:won_count] %> <%= format_money(row[:won_value]) %>

Revenue (WON per mese)